Notes on Single/6-Pack/Case items or candy bar/candy box items (AIMsi Breakdown SKUs)
Below are a few examples on how to setup V7 Polling and AIMsi Inventory to work with breakdown SKUs. In the
examples we have created unique item codes for each item/PLU/SKU. At the register this can be done multiple ways,
please consult your dealer manual. For example, one could use modifier keys to allow the users to scan in the same item
codes and then simply change 1 digit of the item code.
Example 1: Candy bar and Candy Box
1.
2.
Here we created two items in polling and sent them to inventory. To help separate reporting on the AIMsi side,
we also linked the items to a V7 PLU Class (AIMsi selection code). In this example we created Candy Box Super
Class and linked both item 120 and 121 to that Class. Item 120 is the single bar & 121 is the box.
Within the AIMsi software one needs to link the items together. Maintenance | Inventory Maintenance |
Maintain Breakdown SKUs.
3. Each item must be added to this table. The base SKU in this example is the single candy bar. See images below.
Auto Replenishment SKU and Suppress Notification During Autosku Breakdown are not used for the inventory to
polling link. They are used for direct AIMsi sales. Note: In updates after 1/1/2011 of AIMsi & V7 polling the
Auto Replenishment option is available.
Single bar example:
The SKU is 120 for the single candy bar & 120 is also the base item SKU number. There is only 1 unit in the base
item. Note: When using updates after 1/1/2011 users can select an Auto Replenishment SKU, in this case it
would be item number 121.
Candy box example:
The SKU is 121 for the box of candy bars & 120 is the base item, the single bar. There are 24 bars in the box.
4.
Now the two items are linked. When the Candy Bar item (#120) gets down to zero or below zero the user will
need to transfer items from the Candy Box (#121) to Candy Bars. To do that, go to Modules | Inventory |
Utilities | Breakdown SKUs. Note: In the newer updates with the Auto Replenishment SKU option setup, as sales
are imported into AIMsi from polling and the SKU on-hand count goes below zero, the software will
automatically transfer SKUs over as needed and based on availability. The Manual option can always also be run
as desired.
5. Click the Refresh button, on the Breakdown SKUs screen, to load in the linked items.
6. In this example, candy bar has been selected. The current on-hand count of candy bar is -15. There are 45
boxes of candy bars available.
7.
To manually transfer boxes to bars simply type in the number to transfer in #Out column for boxes (#121) and
then enter the #In number for bars. Note: The total base units must offset each other. For example, 1 box
equals 24 bars. In this example, we transferred 2 boxes or 48 bars. We entered 2 for the #Out (two boxes) and
48 for the #In (48 single units).
8.
Once completed click Save. Once the items no longer have a Qty Avail Base Units of zero or a negative number,
they will disappear from the breakdown SKUs edit area.
9. For reporting, go to Reports | Catalog | Inventory | Inventory Count by Category. Since we setup the candy
items to be linked to a Class/Selection Code, we can break down the reporting to show only those items. In this
example, we have 33 candy bars on hand and 43 boxes.
(Reports Menu for Inventory Count by Category report)
(Filtering the report data down to just the Candy Box Super Item selection code. Users may select 1 or multiple
codes for filtering.)
(Sample inventory report with 33 candy bars on hand and 43 candy boxes.)
(Here is an example sales report filtered on just the candy bar/box items. 25 bars have been sold and 15 boxes
have been sold.)
10. Example 2: Below are screen examples on the setup for a single can, 6 pack and 24 pack.
(Create the items and link them to a Soda Super Item Class if desired.)
(Create the Breakdown Sku table. This is the Soda Can setup.)
(This is the 6 pack setup. The 6 pack has a base SKU of a can)
(This is the 24 pack setup. The base SKU is again the soda can.)
(There are currently six 24 packs on-hand, zero cans and zero 6 packs. We are transfering out two 24 packs or
48 cans. 36 cans are going to the single can and 12 cans(two 6 packs) are going to 6 packs.)
(Sample reports: Inventory by Category filtered by Class/Selection Code)
(Sample Reports: Top Selling Inventory filtered by Class/Selection Code)